PB
Paul S. Burmeister
STRATEGIC WEALTH GROUP
Hastings, MN 55033
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CRD#: 4720690
PB
Professional summary
Paul Stephan Burmeister, who also goes by Paul Stephan Burmeister Mr., is a registered financial advisor currently at STRATEGIC WEALTH GROUP located in Hastings, Minnesota and LPL FINANCIAL LLC located in Eden Prairie, Minnesota.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Paul has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Stephan Burmeister Mr.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 08/02/2016: STRATEGIC WEALTH GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - Eden Prairie, MN 55347 - Start 07/18/2016 (2) 08/02/2016: No Business Name - Non-Variable Insurance - Not Investment Related - Eden Prairie, MN 55347 - Start 07/18/2016 (3) 08/02/2016: CONQUERING KING FELLOWSHIP - Non-Profit Board Member - Not Investment Related - 5557 42nd Ave S, Minneapolis, MN 55417 - Start 07/18/2016 (4) 08/02/2016: FORMOST, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Eden Prairie, MN 55347 - Start 07/18/2016 (5) 8/2/2018 - ARCH ASSET MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/18/2016. (6) 09/23/2016: Strategic Wealth Group Registered Investment Advisor LLC - DBA: (Hybrid) Strategic Wealth Group RIA, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start 07/18/2016 - 157 Hours Per Month During Securities Trading - 98% Time Spent - I provide investment advisory services through Strategic Wealth Group RIA, LLC, an independent investment advisor firm. I started this business activity in 07/2016. I expect to spend approximately 157 hours of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Stephan Burmeister's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 11, 2016 - Present
STRATEGIC WEALTH GROUP
Office #1: 1303 S Frontage Rd Ste 279, Hastings, MN 55033RIA
CRD#: 284430
Hastings, MN
Current
August 2, 2016 - Present
LPL FINANCIAL LLC
Office #1: 7820 Terrey Pine Court #200, Eden Prairie, MN 55347Office #2: 1303 S Frontage Rd Ste 279, Hastings, MN 55033RIA
BD
CRD#: 6413
Eden Prairie, MN
Past
April 8, 2013 - August 10, 2016
CETERA ADVISORS LLC
RIA
CRD#: 10299
MINNETONKA, MN
Past
April 8, 2013 - August 10, 2016
CETERA ADVISORS LLC
BD
CRD#: 10299
MINNETONKA, MN
Past
June 20, 2012 - April 11, 2013
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
HASTINGS, MN
Past
March 10, 2011 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
HASTINGS, MN
Past
November 20, 2009 - April 8, 2013
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
HASTINGS, MN
Past
October 13, 2006 - December 7, 2009
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
COTTAGE GROVE, MN
Past
April 3, 2006 - September 26, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
VADNAIS HEIGHTS, MN
Past
October 31, 2005 - April 7, 2006
OSAIC SERVICES, INC.
BD
CRD#: 133763
VADNAIS HEIGHTS, MN
Past
March 2, 2004 - October 31, 2005
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/2/2020)
RR
California(4/2/2020)
RR
Colorado(4/2/2020)
RR
Florida(8/2/2016)
RR
Georgia(4/2/2020)
RR
Minnesota(8/2/2016)
IAR
Minnesota(8/11/2016)
RR
Missouri(4/2/2020)
RR
North Carolina(8/2/2016)
RR
Ohio(9/13/2024)
RR
South Carolina(4/2/2020)
IAR
Texas(8/11/2016)
RR
Texas(4/2/2020)
RR
Wisconsin(8/2/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
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Contact information
Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,029 |
| AUM (Assets Under Management) | $ 1,029,281,614 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC WEALTH GROUP
CRD#: 284430Hastings, MN 55033TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
